Articles on: User Guides

Adding Customers

Creating Customer

To add customer, Go To- Customers > Add Customer

If you want to Add Customer under Companies, you can Select Companies from here.

If you want to send customer welcome email, you can check Yes check box.

You can tag customer from here. Just write the tag and hit Enter.

If you do not want customer login, you can keep blank the password fields.

You can also entirely disable customer registration and login from Settings > Choose Features

Customer Self Registration

Customer also can register themselves from the portal.

If you do not want customer registration, you can disable it from Settings > Choose Features

Adding customer through API

It is also possible to add customer using API

Updated on: 29/12/2017

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